Manufacturing is undergoing a major transformation. With evolving supply chains, fluctuating demand, and increasing automation, decision-makers need real-time insights to stay ahead. Salesforce, traditionally a CRM leader, has emerged as a critical tool for manufacturers by helping them manage customer relationships, operations, sales pipelines, and field service, all in one place.
But what happens when you need to make Salesforce data visible and actionable across the factory floor, executive offices, or remote teams? This is where RocketScreens steps in, turning your Salesforce dashboards into live, engaging displays that fuel smarter decisions, faster responses, and operational transparency.
Why Salesforce Matters for Manufacturing
A Centralized Hub for Sales, Service, and Operations
Manufacturers often work with a fragmented tech stack—ERP systems for operations, CRM for sales, Excel sheets for planning, and email for customer communication. Salesforce consolidates these touchpoints into a single platform.
With Salesforce for Manufacturing Cloud, companies get purpose-built solutions for:
- Sales Agreements: Manage long-term customer commitments and track actuals vs. forecasts.
- Account-Based Forecasting: Align sales, planning, and production with better accuracy.
- Field Service Management: Dispatch service reps, track parts inventory, and resolve issues faster.
- Customer 360: View customer histories, preferences, and order statuses in one place.
Salesforce doesn’t just streamline customer relations—it integrates with ERP and supply chain tools to give a holistic view of production capacity, inventory, and demand.
Common Manufacturing Challenges Solved by Salesforce
| Challenge | Salesforce Solution |
|---|---|
| Disconnected sales and production teams | Account-based forecasting & sales agreements |
| Delayed customer communication | Real-time CRM updates & automated workflows |
| Inefficient service dispatch | Field Service Lightning with AI-powered scheduling |
| Manual, error-prone processes | Automation with Flow & App Builder |
| Lack of customer insight | Unified Customer 360 profiles |
When these features are displayed dynamically using RocketScreens, stakeholders—from floor supervisors to regional managers—can access insights that drive action.
Top Salesforce Features Beneficial to Manufacturers
1. Manufacturing Cloud
Tailored for manufacturers, this add-on offers real-time visibility into customer agreements, order volume, and forecasting. It helps sales and operations collaborate more effectively.
Display Tip with RocketScreens:
Show live sales agreements on digital signage in sales departments to track performance versus quota at a glance.
2. Field Service Lightning
Field reps and service engineers are critical in manufacturing. This module helps schedule jobs, monitor service metrics, and track parts usage.
Display Tip with RocketScreens:
Show service tickets, resolutions, and dispatch KPIs on screens in your service hubs.
3. CPQ (Configure, Price, Quote)
Complex product configurations and pricing rules make quoting difficult. Salesforce CPQ simplifies this by guiding reps through options and automating pricing logic.
Display Tip with RocketScreens:
Visualize CPQ conversion rates, quote cycle times, and average deal sizes in real-time dashboards.
4. Service Cloud
Used to manage customer support cases, warranty claims, and service contracts, Service Cloud is essential for post-sale engagement.
Display Tip with RocketScreens:
Highlight top service tickets, response times, and satisfaction scores across digital signage to keep support teams focused.
Where RocketScreens Fits In: Supercharging Salesforce with Visual Communication
Salesforce contains a treasure trove of data, but unless that data is seen and understood, it's not useful. RocketScreens bridges that gap by turning Salesforce dashboards into live visual content, displayed securely across your business environments.
RocketScreens Features That Enhance Salesforce Integration
- Secure App Integration: RocketScreens integrates directly with Salesforce via OAuth, ensuring safe access to reports, dashboards, and custom objects.
- Content Loops & Channels: Display Salesforce insights alongside other apps (Power BI, Tableau, Excel, ServiceNow, etc.) in automated content loops.
- Screen Groups: Push relevant Salesforce data to production lines, sales floors, or executive suites—filtered by region, role, or priority.
- Real-Time Updates: Automatically refresh content so data on screen always reflects the latest from Salesforce.
- User Management: Role-based permissions allow department heads to control what data is shared and where.
How RocketScreens Benefits Manufacturing Teams Using Salesforce
| Team | Use Case | Screen Content Example |
|---|---|---|
| Sales | Track KPIs across regions | Live quota progress, deal status |
| Operations | Monitor demand vs capacity | Sales forecast vs production targets |
| Customer Support | Increase visibility into SLAs | Case resolution times, open tickets |
| Field Service | Reduce job completion times | Active dispatches, SLA violations |
| Executive | Align strategy with metrics | Company-wide performance dashboards |
Top Use Cases: RocketScreens + Salesforce in a Manufacturing Environment
1. Visual Sales Performance Dashboards in Showrooms
Sales managers often toggle between multiple dashboards to get performance metrics. RocketScreens can stream Salesforce sales KPIs directly onto showroom TVs, updating in real-time.
- Closed deals
- Deal size by rep
- Pipeline by region
2. Factory Floor Screens Showing Demand Forecasts
Aligning production to sales demand is easier when factory supervisors can see forecasts. Display Salesforce forecasting dashboards using RocketScreens to ensure production stays ahead of demand shifts.
3. Service Centers with SLA Tracking
Reduce ticket backlogs and missed service level agreements by showing real-time SLA stats from Service Cloud on screens in your service department.
4. Executive Office Digital Boards
Keep leadership aligned with data-driven strategies by displaying top-level KPIs from Salesforce—revenue, active opportunities, service trends—right on office displays.
Salesforce Integrations That Work Seamlessly with RocketScreens
RocketScreens supports 100+ integrations that pair beautifully with Salesforce to create a comprehensive view of your manufacturing operations:
- Power BI – Combine with Salesforce for visual forecasting.
- ServiceNow – Show service and IT ticket data next to Salesforce KPIs.
- Excel & Google Sheets – Upload spreadsheets and mix manual data with automated CRM insights.
- Slack – Display key messages, updates, and alerts alongside Salesforce stats.
- Trello & Monday.com – Sync tasks and project boards from operations teams.
All of these can be mixed and matched inside RocketScreens channels, so you’re never locked into a single data source.
Security & Access Control
Security matters, especially with sensitive customer and production data. RocketScreens uses encrypted authentication to pull in Salesforce data and allows admins to control who sees what.
- OAuth 2.0 Authentication
- Role-Based Access Control (RBAC)
- Encrypted Endpoints
This ensures only authorized screens receive the right information—no accidental exposure of confidential business data.
Getting Started with RocketScreens and Salesforce
Step 1: Connect Your Salesforce Instance
Use RocketScreens' secure integration to connect your Salesforce account. Choose what dashboards, reports, or data to display.
Step 2: Create Channels for Each Department
Organize content by team or location. Example: Sales KPIs for East Coast reps, Forecasts for Factory A, Support SLA metrics for HQ.
Step 3: Schedule and Automate Updates
Automate your screens to update with live Salesforce data—hourly, daily, or on-demand.
Step 4: Publish to Screens
Push content to smart TVs, tablets, or kiosk monitors across your manufacturing network using RocketScreens' intuitive UI.
Why RocketScreens Is Ideal for Salesforce in Manufacturing
| Feature | RocketScreens Advantage |
|---|---|
| Integration | Direct, secure Salesforce connection |
| Customization | Flexible layouts for every team |
| Real-Time Data | Dashboards always stay current |
| Scalability | Manage screens across multiple plants |
| Usability | No IT team required to maintain |
Make Salesforce Work Harder with RocketScreens
Salesforce gives manufacturers the tools to manage relationships, forecasts, and operations in one place. But to get the most value, you need to surface that data where it counts—on factory floors, in service centers, across sales offices.
RocketScreens helps you do just that. With secure, real-time digital signage that brings Salesforce to life, your teams can act quicker, stay aligned, and make decisions with confidence.
